Transactions

Transact

Cut the paperwork and save time by completing all your 529 transactions online, including:

Forms	Description
Account Information Change Form	Change an account owner's name. Change an account owner's address or phone number. Add, change, or remove a successor account owner. Add, change, or remove an interested party
Agent Authorization / Limited Power of Attorney	Authorize a person or an organization to discuss your accounts with a plan representative, receive information about your accounts, and act on your behalf with respect to your accounts.
Power of Attorney	Grant an agent the authority to act on your accounts.
Organization Resolution Form	Identify the officers or other persons who are authorized to act on accounts on behalf of an organization.
Rollover to Roth	Use this form to initiate a direct rollover of assets from your MOST 529 Account to an existing Roth IRA account.
Trusted Contact	Designate a person as your Trusted Contact Person, and authorize MOST 529 and its present and future direct and indirect subsidiaries, affiliates, successors, and assign (Plan) to contact your Trusted Contact Person and disclose information about your Plan Account.

Forms
Enrollment Application	Beneficiary Change Form	Trustee Certification	Change of Ownership Form
Exchange/Future Contribution Allocation Form	Payroll Direct Deposit Form	Recurring Contribution (Automatic Investment Plan)/Electronic Bank Transfer Form	Additional Deposit Form
Recontribution Sample Letter of Instruction	Incoming Rollover Form	Withdrawal Request Form	Form W-9, Request for Taxpayer Identification Number and Certification
Enrollment Brochure